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Best Practice For UX Deliverables - Eventhandler, London, 22 Oct 2013

Slides from my 'Best practice for UX deliverables' workshop that I ran for Eventhandler in London on the 22nd of October.
http://www.eventhandler.co.uk/events/uxnightclass-uxdeliverables
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Please note that for copyright reasons & client privacy the examples in this presentation are slightly different than from the workshop. The examples included are for reference only in terms of what I talked through in the 'Good examples' section.
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ABSTRACT
Whilst the work we do is not meant to be hanged on a wall for people to admire, nor is meant to be put in a drawer and forgotten about. Just as we make the products and services we design easy to use, the UX of UX is about communicating your thinking in a way that ensures that what you've defined is easy to understand for the reader. It's about adapting the work you do to the project in question and finding the right balance of making people want to look through your work whilst not spending unnecessary time on making it pretty.

Who is it for?
This workshop is suitable for anyone starting out in UX, or who's worked with it for a while but is looking to improve the way they present their work.

What you'll learn
In this hands on workshop we'll walk through real life examples of why the UX of UX deliverables matter. We'll cover how who the reader is effects the way we should present our work, both on paper and verbally, and how to ensure that the work you do adds value. Coming out of the workshop you'll have practical examples and hands on experience with:

// How to adapt and sell your UX deliverable to the reader (from clients, your team, in house and outsourced developers)
// Guiding principles for creating good UX deliverables (both low and high fidelity)
// Best practice for presentations, personas, user journeys, flows, sitemaps, wireframes and other documents
// Simple, low effort but big impact tools for improving the visual presentation of your UX deliverables

“ A .--* UX *!(&v!r$b(!
clearly communicates its purpose and what its trying to achieve. It anticipates any questions / scenarios which may be posed. ” - N&%2 H$(!) Head of User Experience Guardian News and Media www.flickr.com/photos/jmsmith000/3169546564

“ I#" '-# "-/!#+&'. created
for the sake of it. One of the reasons we don’t do wireframes anymore is because of this. Instead my team creates html prototypes which live in a browser. I see developers refer to them all the time, without consulting the team. ” - N&%2 H$(!) Head of User Experience Guardian News and Media www.flickr.com/photos/jmsmith000/3169546564

“ I' #+! p$"# I’d
look for reams of documents going into great detail, but as a result of the proliferation in devices creating documentation is becoming too cumbersome. 6!r! '!!*" #- b! some initial though into journeys, personas and use cases for sure, but the need for wireframes I think is reduced to identify the priority of content/functionality. ” - A(1 M$##+!w" Head of Creative Technology BBH, London www.flickr.com/photos/jmsmith000/3169546564

“ I'"#!$* w! "+-0(* be
wireframing in code using a responsive framework so that we can immediately see how everything looks on all devices, and rapidly change how an element and its associated behaviours looks across all these devices. ” - A(1 M$##+!w" Head of Creative Technology BBH, London www.flickr.com/photos/jmsmith000/3169546564

I $"2!* A(1: “Would you
agree though that the above works a lot better if the teams are located together and work collaboratively, and that the need for actual wireframes with annotations increase, if the development happens elsewhere?” www.flickr.com/photos/helga/3952984450

“ UX "+-0(* '-# be
a hander over, it should be part of the full development cycle from product inception, through to the MVP and each iteration beyond. ” - S%-## B)r'!-Fr$"!r Creative Director BBC User Experience & Design Sport & Live www.flickr.com/photos/jmsmith000/3169546564

“ R0(! f-r /) #!$/:
I don’t care what you create or how you create it, but it better be high quality. A deliverable which isn’t used to move the project forward is a waste of time. ” - N&%2 H$(!) Head of User Experience Guardian News and Media www.flickr.com/photos/jmsmith000/3169546564

“ UX &" $b-0# *!(&v!r),
not deliverables. So the best design artefacts are the ones that take the least time to convey the most insight and meaning. Conversations are better than sketches, sketches are better than prototypes and prototypes are better than think specifications. S- &f )-0'r! f-%0""&'. -' making pretty deliverables, you're focussing on the wrong thing. ” - A'*) B0** Co-founder & CEO Clearleft www.flickr.com/photos/jmsmith000/3169546564

“ 6$# b!&'. "$&*, there
are VERY RARE occasions when creating a nice looking deliverable like a concept map—to explain a difficult concept around a large organisation—can pay dividends. But this is the exception rather than the rule. ” - A'*) B0** Co-founder & CEO Clearleft www.flickr.com/photos/jmsmith000/3169546564

“ M$2! #+!/ f ******
$ppr-pr&$#! Practitioners love to pretend that they only need to fart/cough near a client and they understand what’s inferred, but that's nonsense. 6! #r0#+ &" you need to communicate to lots of different people at lots of different levels. Make sure your deliverables (at whatever fidelity) are appropriate for your audience. ” - J-'#) S+$rp(!" Design Director Albion www.flickr.com/photos/jmsmith000/3169546564

“ G--* UX should demonstrate
enough for stakeholders to understand the essential details, for developers to be able to build with minimum questions, and for other UX designers to pick up the project. The deliverable "+-0(* '-# b! in the form of long winded manuals, which often remain unread, and become time-consuming to maintain. ” - S%-## B)r'!-Fr$"!r Creative Director BBC User Experience & Design Sport & Live www.flickr.com/photos/jmsmith000/3169546564

“ UX &" $ %r&#&%$(
p$r# of any project but you'll often find that clients sometimes don't understand what they are looking at and/or are just itching to get to the "pretty pictures" bit. From my point of view therefore, &# &" v&#$( that the UX is super clear, with detailed annotations and notes written in laymen's terms - and if it can be visually engaging to keep their attention, all the better. Personally I am a big fan of sketches, particularly in the early stages. ” www.flickr.com/photos/jmsmith000/3169546564 - H$''$+ H&(b!r) Board Account Director Leo Burnett

“ I' b0&(*&'. #+! "2&(("
-f /) #!$/ I'm looking for them to produce beautiful, usable deliverables that communicate their content appropriately in context. In practical terms I 'd also hope that they're editable and adaptable enough to evolve within and without the project. ” - J-+' G&bb$r* Associate Planning Director Dare www.flickr.com/photos/jmsmith000/3169546564

“ Pr!"!'#$#&-'" $r! f-r pr!"!'#&'.,
not reading. R!$* $'* $*$p# #- #+! $0*&!'%!. When you see people who have written a speech word-for-word read it out, it never connects with the audience. S$) (!"". People can take away (at best) 3 things from an hour long presentation. Make sure you focus so that the three things you want to be taken away are taken away. ” - N&%2 E//!( Strategic Partner Mr. President www.flickr.com/photos/jmsmith000/3169546564

“ N$rr$#&v! &" #+! 2!)
#+&'.. A person needs to be able to tell a good story about their deliverables and why they made decisions, who they worked with along the way and how they were produced (and for whom). I#'" -'() r!$(() when people tell stories that people feel engaged and connected with how a UX practitioner practices. 6! -'!" #+$# *-''# +$v! '$rr$#&v! come across as samey, lumpy and can make you assume the practitioner lacks passion. ” www.flickr.com/photos/jmsmith000/3169546564 - B! K$(!r Director Futureheads Recruitment

“ A .--* p&!%! -f
UX has a narrative and clearly tells a story, or at least part of a story on a particular journey. As a designer - everything I do and make is communicating something to someone. Therefore a critical deliverable to establish that principle are good personas. I '!!* #- 0'*!r"#$'* who has to get what out of the thing I'm designing and I'm only satisfied a visual has been executed well once I'm confident it's telling the right story to the right person in the right way. ” - S#!v! W+&##&'.#-' Design Director Dare www.flickr.com/photos/jmsmith000/3169546564

“ J0"# $" *!"&.' shouldn't
be paint by numbers, UX shouldn't be build by boxes. The boundaries between good content creation, well considered user experience and effective design and layout are blurred. I 8r/() b!(&!v! that for one to be successful - all the disciplines need to sing together. Hence, the single most important deliverable isn't a physical one, rather a common understanding - a pool of knowledge developed when these key disciplines work together. ” - S#!v! W+&##&'.#-' Design Director Dare www.flickr.com/photos/jmsmith000/3169546564

“ 6! b!"# *!(&v!r$b(!" for
a writer evidence a really close understanding of our content so that there's flexibility in wireframes for example, to fit more or less words. Components can be useful in this respect. 6!r!'" '-#+&'. w-r"! than having to fill space when there's nothing to say. I also find personas helpful for adjusting the copy in places, but only if they're sufficiently different from each other. ” - E//$ L$w"-' Freelance Senior Copywriter & Former Head of Copy www.flickr.com/photos/jmsmith000/3169546564

02 Ensure the reader knows
what they are looking at • always include page titles • use visual cues for what you reference in annotations • pull out or highlight what has changed from prior version www.flickr.com/photos/pinkpurse/5355919491

03 Make it easy to
follow & understand • a red thread is crucial & makes your work more engaging • consistency in numbering & titles matters • include page numbers, particularly if presenting over the phone www.flickr.com/photos/pinkpurse/5355919491

04 • • • •
• • Make things reusable between projects use stencils & avoid continuously creating from scratch keep assets organised (icons, visual elements, assets for devices, social media etc.) spend some time setting up elements properly helps avoid having to go back & adjust every instance later set up document templates that can be reused all of the above saves time & ensures you spend yours wisely www.flickr.com/photos/pinkpurse/5355919491

03 Don’t spend unnecessary time
polishing • work with simple tools to improve your documents • spend your time where it adds the most value • practice & re-use to save time www.flickr.com/photos/pinkpurse/5355919491

01 SKETCHING As a first
draft to the client, sketch a few of the sections of the app & include key points on interactions, flow between screens & main points around your thinking. • • • • About information Christmas focused maps Offers from stores List of events www.flickr.com/photos/pinkpurse/5355919491 • • • Latest news Login & registration Ability to share

02 PEN PORTRAIT Congrats! The
client loved it. The next task is to create a pen portrait summarising who this is for & what we need to know about them, as well as what captures who they are. • • Tourist, German, [xx] years old, [gender] Interested in Christmas markets, concerts, likes shopping www.flickr.com/photos/pinkpurse/5355919491 • • • Uses iPhone, also has a tablet First time in London Novice iPhone user Skeptical to sharing information

03 WIREFRAME Bad news. An
external company will build the app. Based on your sketches do a wireframe on your computer of the home screen. Make sure the following is clear to the reader: • • • • Which screen they are looking at What this view does - purpose, goals What’s the content on the screen Where does interactions take the user www.flickr.com/photos/pinkpurse/5355919491 • • How do interactions work Any key considerations ...and that it looks somewhat decent

04 PRESENTATION This is the
big one, selling it to the stakeholders. The client wants you to do an executive summary that you will be presenting, but can also be passed around. It should include: • • • • The Brief The process Who the target audience is The solution www.flickr.com/photos/pinkpurse/5355919491 Also consider... • It needs to sell • Be clear & concise • Focus on key take aways

01 “ Pr!"!'#$#&-'" $r! f-r
pr!"!'#&'., not reading. If the information that you want to put across requires detailed paragraphs or chunky tables for analysis, or swirly complex user journeys - deliver the information in a different way. ” - N&%2 E//!( Strategic Partner Mr. President www.flickr.com/photos/jmsmith000/3169546564

02 “ R!$* $'* $*$p#
#- #+! $0*&!'%!. When you see people who have written a speech word-for-word read it out, it never connects with the audience. That's not because the material is bad, it is because it is not being constantly adapted to the ever-changing context, mood, or understanding. Stand-up comedians are great presenters as they adapt and draw in their audience. ” www.flickr.com/photos/jmsmith000/3169546564 - N&%2 E//!( Strategic Partner

03 “ S$) (!"". When
you are given a stage to show-off your knowledge, the temptation is to waffle, digress or delve far too deep into topics. People can take away (at best) 3 things from an hour long presentation. Make sure you focus so that the three things you want to be taken away are taken away. ” - N&%2 E//!( Strategic Partner Mr. President www.flickr.com/photos/jmsmith000/3169546564